+237.9%
INTU vs RBA
+225.5%
+12.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.5% |
| 7D | -1.2% | +3.2% | -4.5% | -2.3% |
| 30D | +12.4% | +12.0% | +0.4% | +8.0% |
| 3M | +2.3% | +2.9% | -0.6% | +1.0% |
| 6M | -13.3% | -6.3% | -7.1% | -12.2% |
| YTD | -47.9% | -5.9% | -42.0% | -47.6% |
| 1Y | -47.2% | -3.9% | -43.3% | -47.3% |
| 3Y | -33.9% | +64.9% | -98.8% | -46.9% |
| 5Y | -41.3% | +48.5% | -89.8% | -52.5% |
| 10Y | +237.9% | +211.8% | +26.1% | +95.5% |
| All | +237.9% | +225.5% | +12.4% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling